Genmab — Juni 2025
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De kursudsving vi ser er efter min vurdering ren TA-handel https://finance.yahoo.com/quote/GMAB.CO/chart/#eyJsYXlvdXQiOnsiaW50ZXJ2YWwiOiJkYXkiLCJwZXJpb2RpY2l0eSI6MSwidGltZVVuaXQiOm51bGwsImNhbmRsZVdpZHRoIjoyLjIyOCwiZmxpcHBlZCI6ZmFsc2UsInZvbHVtZVVuZGVybGF5Ijp0cnVlLCJhZGoiOnRydWUsImNyb3NzaGFpciI6ZmFsc2UsImNoYXJ0VHlwZSI6ImNhbmRsZSIsImV4dGVuZGVkIjpmYWxzZSwibWFya2V0U2Vzc2lvbnMiOnt9LCJhZ2dyZWdhdGlvblR5cGUiOiJvaGxjIiwiY2hhcnRTY2FsZSI6ImxpbmVhciIsInN0dWRpZXMiOnsidm9sIHVuZHIiOnsidHlwZSI6InZvbCB1bmRyIiwiaW
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Erstat med Rina-S og gange med faktor 3 https://finance.yahoo.com/news/elahere-market-opportunities-strategies-2034-125800564.html
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Hvilken aktie vurderer Ingvar størst potentiale fra nuværende niveau? Genmab, Novo eller Coloplast. Genmab virker utrolig billig målt på nøgletal. Ser også ud til de får støt voksende indtjening for andet end Dara inden patentudløb. Coloplast virker fornuftigt ift historisk værdisætning. Stadig til den lidt høje side. Dog et stabilt foretagende med forholdsvis sikker indtjening. Novo er sønderbombet. Virker meget billig værdisat. Dog med utrolig stor konkurrence på fedmemarkedet fremadrettet.
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